by Corey Beal | Nov 6, 2023 | 2023 taxes, charitable contributions, charitable donations, college funding, Contributions, Finance, finance tips, financial plan, Financial Resolution, Financial Services, Financial Stuff, Health Savings Account, HSA, rebalance, Retirement, Roth IRA, tax loss harvesting, tax payments, tax planning, tax prep, Tax withholding, Taxes, Year-End Tax Planning
The days are getting shorter, but your to-do list around the holidays is probably getting longer. While it can be a crazy (and magical) time of the year, it is also the most crucial time to plan for your 2023 tax filing. Why? Because there are a lot of decisions and...
by Corey Beal | Jul 28, 2023 | Bear Market, Behavior, Bull Market, Diversification, finance basics, finance tips, financial plan, Financial Services, Financial Stuff, Historical Stock Market, How to invest, Investing, Investing fear, Passive investing, portfolio, Stock Market Decline & Recession, Stocks, Timing the stock market, Volatility
Have you heard stories from a friend about how they made some big bucks by buying a stock at the right time? Or how someone saved their ass by getting out of the stock market before a big drop? Have you ever read an article or seen a TV title like “10 Hottest Stocks...
by Corey Beal | Nov 11, 2022 | Bear Market, Behavior, Diversification, finance tips, financial plan, Financial Stuff, Historical Stock Market, Inflation, Investing, Investing fear, portfolio, Recession, savings, Stock Market Decline & Recession, Stocks, Volatility
Yesterday (11/10/22) happened to be the best day in the stock market since 2020! The U.S. stock market (S&P 500) rose 4.8%, International stocks surged 5%, and publicly-traded REITs increased by more than 6%. Did you hear much about this? I am guessing not as the...
